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Callan Capital’s Lam Research LRCX Stock Holding History

Callan Capital’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$383K Buy
5,271
+675
+15% +$53.2K 0.03% 243
2024
Q4 		$332K Sell
4,596
-34
-0.7% -$2.58K 0.02% 240
2024
Q3 		$378K Buy
4,630
+1,010
+28% +$87.8K 0.03% 228
2024
Q2 		$385K Buy
3,620
+280
+8% +$26.9K 0.03% 196
2024
Q1 		$325K Buy
+3,340
New +$294K 0.03% 192

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callan Capital's LRCX Position: Q1 2025 in Review

Callan Capital increased its Lam Research (LRCX) stake by 15% in Q1 2025, buying an estimated $53.2K and bringing the position to 5,271 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #243.

Callan Capital first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. The position peaked at $385K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Callan Capital held 5,271 shares of Lam Research worth $383K as of Q1 2025.
  • Callan Capital bought 675 Lam Research shares in Q1 2025, an estimated $53.2K.
  • Lam Research made up 0.03% of Callan Capital's portfolio in Q1 2025, its #243 holding.
  • Callan Capital first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
  • Callan Capital's Lam Research position peaked at $385K in Q2 2024.
  • 1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.